Wealthfront Advisers LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings827 positions
VANGUARD TOTAL STOCK MARKET ETF | 14.4M | $3.1B | 13.2% | $156.26 | +30.83% | 19 qtrssince 2019-Q1 | Increased 62 |
VANGUARD FTSE DEV MKT ETF | 52M | $2.3B | 9.8% | $34.20 | +16.94% | 19 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 46.2M | $1.6B | 6.8% | $13.90 | +11.45% | 19 qtrssince 2019-Q1 | Increased 66 |
VANGUARD EMERGING MARKETS ETF | 39.7M | $1.6B | 6.7% | $35.53 | +1.41% | 19 qtrssince 2019-Q1 | Decreased 0 |
iShares Core MSCI Emerging Markets ETF | 31.3M | $1.5B | 6.4% | $44.78 | -1.88% | 19 qtrssince 2019-Q1 | Increased 66 |
SCHWAB STRATEGIC TR | 23.6M | $1.2B | 5.1% | $12.87 | +24.71% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD DIVIDEND APREC INDEX FD ETF | 6.3M | $972.4M | 4.2% | $111.53 | +32.20% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD MUN BD FDS | 19.5M | $940.1M | 4.0% | $44.69 | -2.08% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 8.6M | $884M | 3.8% | $94.07 | -0.37% | 19 qtrssince 2019-Q1 | Increased 94 |
Vanguard Real Estate ETF | 7.4M | $563.6M | 2.4% | $68.22 | -0.57% | 19 qtrssince 2019-Q1 | Increased 56 |
iShares iBoxx $ Investment Grade Corporate Bond ET | 5.5M | $558.8M | 2.4% | $96.18 | -7.29% | 19 qtrssince 2019-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 7.8M | $550.6M | 2.4% | $17.03 | +24.14% | 19 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Extended Market ETF | 3.1M | $443.4M | 1.9% | $119.59 | +15.93% | 19 qtrssince 2019-Q1 | Decreased 0 |
iShares JP Morgan USD Emerging Markets Bond ETF | 5.1M | $423.9M | 1.8% | $79.25 | -11.02% | 19 qtrssince 2019-Q1 | Increased 50 |
iShares Core S&P Total US Stock Market ETF | 4.1M | $390.8M | 1.7% | $88.01 | +3.15% | 6 qtrssince 2022-Q2 | Increased 66 |
SPDR SER TR | 6.3M | $274.9M | 1.2% | $41.70 | -4.53% | 19 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Small-Cap ETF | 1.4M | $265.5M | 1.1% | $165.12 | +9.74% | 19 qtrssince 2019-Q1 | Increased 50 |
Apple Inc | 1.2M | $208.1M | 0.9% | $94.36 | +79.03% | 19 qtrssince 2019-Q1 | Increased 43 |
ISHARES TR | 4.2M | $205.7M | 0.9% | $46.24 | +0.30% | 4 qtrssince 2022-Q4 | Increased 58 |
VANGUARD S&P500 INDEX ETF | 497,848 | $195.5M | 0.8% | $280.69 | +34.69% | 19 qtrssince 2019-Q1 | Increased 43 |
Wealthfront Advisers LLC manages $23.2B across 827 positions as of Q3 2023. Top holdings: VTI (13.2%), VEA (9.8%), SCHF (6.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4.5/5.0.
Active quarter - 23 new positions, 20 exits, 462 increased. Top move: MUB (INCREASED, conviction 94). Portfolio: $23.2B across 827 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR